FP

Foundry Partners Portfolio holdings

AUM $1.89B
1-Year Est. Return 9.85%
This Quarter Est. Return
1 Year Est. Return
+9.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.4B
AUM Growth
+$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$8.97M
4
LXP icon
LXP Industrial Trust
LXP
+$8.83M
5
KFY icon
Korn Ferry
KFY
+$8.72M

Top Sells

1
+$19.6M
2
+$10.9M
3
+$10.3M
4
ENH
Endurance Specialty Holdings Ltd
ENH
+$9.8M
5
MO icon
Altria Group
MO
+$7.52M

Sector Composition

1 Financials 25.62%
2 Industrials 16.36%
3 Technology 13.58%
4 Consumer Discretionary 9.28%
5 Healthcare 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$439K 0.02%
+6,912
377
$435K 0.02%
16,105
-2,675
378
$432K 0.02%
22,500
+775
379
$428K 0.02%
5,650
-1,579
380
$428K 0.02%
22,350
-775
381
$424K 0.02%
7,609
-3,775
382
$420K 0.02%
1,757
-550
383
$418K 0.02%
2,578
-1,162
384
$416K 0.02%
17,295
-167,656
385
$415K 0.02%
5,154
-1,558
386
$414K 0.02%
9,012
-2,725
387
$403K 0.02%
9,600
+4,425
388
$398K 0.02%
8,655
-1,375
389
$395K 0.02%
13,498
-16,277
390
$394K 0.02%
5,804
-2,118
391
$394K 0.02%
56,850
+6,750
392
$380K 0.02%
7,575
+1,510
393
$376K 0.02%
11,620
-1,450
394
$376K 0.02%
5,790
-900
395
$374K 0.02%
41,693
+5,953
396
$373K 0.02%
29,418
+2,950
397
$369K 0.02%
1,921
-729
398
$364K 0.02%
7,218
-246
399
$356K 0.01%
9,535
+675
400
$351K 0.01%
4,695
-1,505
14 15
16
17 18